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Date / Time / Location

Wednesday, May 8, 2019
12:00 PM - 1:00 PM
Registration: 11:45 AM


CPE Credits

  • 1.00 CPE Credits in SK


  • $25.00 - Member
  • $0.00 - Season Pass
  • $39.00 - Non Member
This event is part of the Management of an Accounting Practice event bundle.
How can you compete in today's market? Learn success strategies that sole practitioners and small firms can leverage to increase retention and stay a cut above the competition. Our experts will identify staffing and succession planning problems and solutions to ready your firm for the future.


Topics include:
  • Competing with larger firms for qualified staff
  • The value of using interns
  • Benefits for staff (flexible work schedules, paying for CPE and/or professional memberships, fun/stress-relieving activities, etc.)
  • Remaining as an independent small firm
  • Managing tax season & staffing
  • Identifying/building the staff pipeline for succession - pathway to partner

Course Level

Pre-Registration Closed

Online pre-registration for this event is now closed.

Philip Whitman

Philip J. Whitman, CPA
President & CEO
Whitman Business Advisors, LLC

Philip J. Whitman is president and CEO of Whitman Business Advisors, LLC. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition and practice management consulting.

With firm management experience ranging from three partners, twelve employees, and $2 million in annual revenues to one of the Top 30 CPA firms in the Nation, with 48 partners, 400 employees and almost $100 million in annual revenues, there’s nothing Phil hasn’t seen.

Prior to practice management, Phil spent nearly six years as a multi-unit owner-operator of a National restaurant franchise, which is where he began honing his knowledge of labor law, human resources management and organizational leadership. His accounting firm experience includes audit work at Price Waterhouse, and tax work at Spicer & Oppenheim.

Whitman has authored articles and has chaired numerous committees for the New York State Society of CPAs. He has been a featured speaker for various state societies of CPA, international CPA firm associations as well as a presenter for CCHs annual user conference. He has served as conference chair of the Foundation for Accounting Education’s Practice Management Conference and the CFOs, Controllers and Financial Executives Conference. For over 20 years he has advised firms across North America, working with top management in overseeing day-to-day operations to ensure efficiency & profitability.

David Wolfskehl

David Wolfskehl
Senior Managing Director
Whitman Business Advisors, LLC

David Wolfskehl is senior managing director at Whitman Business Advisors, LLC. David’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help our clients reach their goals.

David has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.

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Pre-Registration Closed

Online pre-registration for this event is now closed.